Platform Implementation

Create Easy and Quick Approach for Go-Live to Achieve Your Business Goals

We help you lower your total cost of ownership to stay focused on your core business. Our Implementation Services help by providing expert assistance to develop implementation plans and to validate, migrate, and integrate new technologies into your network.

The success of your Wealth management solution experience starts with an organised approach. Our Implementation Service engages a team of skilled experts, who partner with you to plan, prepare, install, test, and fine-tune your WealthMagic solution. Their expertise over the application and extensive infrastructure knowledge helps us to deliver fast and efficient service. Be it cloud or onsite deployment, our team supports the improved productivity, innovation, and insights needed for team-based planning and management. Our services are designed with your business outcomes in mind.

During deployment, our experts share leading practices, user adoption strategies, processes for optimising solutions, and success management for driving value. We can also provide integration with other in-house or third-party products.

Our Implementation Service:

  • Minimises deployment costs, by using a team of experts and a proven implementation methodology
  • Expedites return on investment, by ensuring the deployment and optimisation of systems is quick and efficient
  • Keeps your internal resources focused, while our project managers work with your team to help ensure a successful deployment

WealthMagic is a part of the Fintso bouquet of solutions for modern financial advisors. It is a versatile technology platform providing back-office and front-office solutions simplifying complex business requirements for a financial advisory practice irrespective of its size. Our highly secure and flexible platform is user-friendly and intuitive, and helps bridge the gap between advisors and their clients through online transaction execution, robust reporting and the MyWealth app.

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